7th Harvest Investments logo

7th Harvest Investments

Updated today

Client assets under management

$62,961,163

Clients

113

31% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

38

Typical

Average account size

$557,178

About

7th Harvest Investments provides fee‑based investment management to individual and organizational clients, including high‑net‑worth households and retirement plan sponsors. The firm also delivers retirement plan investment consulting and offers model and sub‑advisory portfolio services, including discretionary management of 401(k) plan assets and access to proprietary model portfolios for other advisers.

The firm implements its strategies using a blend of charting, fundamental and technical analysis and employs a range of tactics from long‑term holdings to short‑term trading, options and margin where appropriate. Accounts are monitored daily with at least annual client reviews, and the firm commonly centralizes trade execution through designated custodians while distributing model updates to platform sponsors and advisers.

A distinguishing feature is that certain firm representatives are licensed insurance agents who may recommend commission‑based insurance products, a relationship the firm discloses as a potential conflict of interest and that it limits in practice; one advisor’s substantial outside employment (reported at roughly 100 hours per month) is another notable operational detail. The firm’s small, three‑advisor structure combined with both direct portfolio management and model/sub‑advisory services sets it apart from peers that focus solely on retail discretionary management.

Client services

Portfolio management

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Flat monthly, quarterly, or annual fees negotiable; discounts and full fee waivers possible

Percentage

$0+: 0.15% to 2.00% $0+: 0.25% to 0.75% $0+: 0.35% to 0.75% $0+: 0.25% to 0.50%

Commissions

Insurance-related products sold on a commission basis by certain representatives

Other

Account minimum: $250,000

Main office location

7th Harvest Investments

17250 Dallas Parkway

Dallas TX 75248, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Thomas Y

Series 63, Series 65

Dallas, TX

7th Harvest Investments

Thomas Young is a financial advisor with 51 years of industry experience, currently practicing at 7th Harvest Investments since 2017. He holds Series 63 and Series 65 licenses and previously worked at SWS Financial Services - Hilltop for 23 years. 7th Harvest Investments serves individual clients, including high-net-worth individuals, and organizational clients such as retirement plan sponsors. The firm offers fee-based portfolio management, retirement plan investment consulting, and model portfolio services, utilizing a combination of charting, fundamental and technical analysis across various investment strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

Earl J

CFP®, Series 63, Series 66

Dallas, TX

7th Harvest Investments

Earl Jefferson is a CFP® professional with 22 years of experience in financial advising. He is affiliated with 7th Harvest Investments and has worked at Legacytexas Wealth Advisors, LLC since 2006. Jefferson occasionally serves as an adjunct professor at Southern Methodist University and holds licenses as an insurance agent. 7th Harvest Investments serves individual and organizational clients, including high-net-worth individuals and retirement plan sponsors, offering fee-based portfolio management, retirement plan consulting, and model portfolio services. The firm employs a combination of charting, fundamental and technical analysis, and manages portfolios with strategies ranging from long-term holdings to short-term trading.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

Chester A

CFP®, Series 63, Series 65

Dallas, TX

7th Harvest Investments

Chester Anderson III is a CFP® professional with 11 years of industry experience, currently serving at 7th Harvest Investments since 2015. He previously worked at Quest Diagnostics from 2012 to 2016. Outside of his advisory role, Anderson is involved in nonprofit activities, serving as treasurer for two ministries and marketing non-financial biblical study materials. 7th Harvest Investments advises individual and organizational clients, including high-net-worth individuals and retirement plan sponsors, offering portfolio management, retirement plan consulting, and model portfolio services. The firm employs a combination of charting, fundamental and technical analysis, and executes a range of strategies from long-term holdings to short-term trading with daily monitoring and discretionary management.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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